Property and Casualty Client Specialist

Key Responsibilities

• Support the Property and Casualty service and sales teams.
• Promptly and accurately address clients' needs, fostering trust and satisfaction.
• Handle policy tasks such as certificates, audits, and reviews, adhering to high service standards.
• Navigate our agency management system, Epic, to process policy changes seamlessly.
• Offer project assistance to Client Managers as required, contributing to team synergy and success.

Requirements

• A high school diploma or equivalent is required.
• A Property and Casualty insurance license is preferred or willing to obtain upon hire.
• Minimum of one year administrative/clerical experience and/or training is required.
• Demonstrated proficiency in professional verbal and written communication.
• Knowledgeable about insurance products, markets, sales processes, and workflow procedures.
• Team player mentality, delegating effectively, and fostering trust among colleagues.
• Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint.

Qualifications

High school diploma or equivalent is required. Property and Casualty insurance license preferred or willing to obtain upon hire. Minimum of one year administrative/clerical experience and/or training is required. Demonstrated proficiency in professional verbal and written communication. Knowledgeable about insurance products, markets, sales processes, and workflow procedures. Team player mentality, delegating effectively, and fostering trust among colleagues. Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint.

Skills

Attention to detail, strong communication skills, proficiency in insurance products and workflows, ability to work in a fast-paced environment, proficiency in Microsoft Office applications.

Benefits

Flexible time-off, paid parental leave, employee appreciation events, volunteering opportunities, profit-sharing program, and more. Details on specific benefits can be found in the Benefits section.

Pay

The salary range for this position is [Insert Salary Range Here]. Final compensation will be determined based on experience and qualifications.

Schedule

This role offers a flexible hybrid schedule to accommodate work-life balance and foster collaboration and innovation.

About the Role

Join us and be at the forefront of shaping exceptional client experiences in a dynamic and supportive environment. We are looking for individuals who are ready to take control of their career and make a real impact with their position.